Tax Examiner

Virginia.gov; Richmond (AL); Hybrid; USD 46,000 - 52,000; Full time

Benefits offered by this job

Telework options

Paid holidays

Health benefits

Public Service Loan Forgiveness

Virginia Retirement System

Job summary

Virginia Tax’s Office of Compliance seeks multiple Tax Examiners to ensure Virginia state individual income tax compliance by examining returns and informing taxpayers of results. The role requires understanding federal and Virginia tax laws, strong communication, and the ability to work both independently and in a team.

Join a public service team in Richmond, with a hybrid schedule including two telework days per week, and a starting hiring range of $45,739 to $51,500 commensurate with

Qualifications

• General knowledge of federal and Virginia tax laws and forms
• Experience preparing, reviewing, or examining individual income tax returns
• Ability to prioritize duties and work independently or in a team
• Clear and professional written and verbal communication with taxpayers
• Proficient with electronic records, email, and spreadsheets
• Handle confidential taxpayer information in compliance with laws
• Experience with large call volumes and Microsoft Office

Responsibilities

• Analyze Virginia state individual income tax returns for accuracy and compliance
• Determine taxpayer liability through audit programs based on federal and state information
• Communicate with taxpayers and educate on filing procedures and regulations
• Prepare and submit reports completely and timely
• Manage caseload to ensure high customer service
• May be required to perform other duties as assigned

Skills

Tax laws

Individual income tax

Communication skills

Microsoft Office

Teamwork

Deadline management

Analytical thinking

Tools

Case-management systems

Spreadsheets

Windows OS

Job description

Title: Tax Examiner

State Role Title: Financial Services Spec I

Hiring Range: $45,739 - $51,500

Pay Band: 4

Agency: Department of Taxation

Location: Main Street Center

Agency Website: https://www.tax.virginia.gov/work-with-us

Recruitment Type: General Public - G

Job Duties

Virginia Tax’s Office of Compliance is in search of multiple individuals who are interested in a career in public service as a Tax Examiner. This position is responsible for ensuring tax compliance with the laws of Virginia by examining state individual income tax returns. This entails reviewing both state and federal tax information to determine potential tax liabilities and explaining the results to the taxpayers. It is necessary to understand the individual income tax laws, filing requirements and demonstrate good communication skills, computer skills, and the ability to prioritize and work both independently and in a team environment.

As a Tax Examiner, you will:

• Analyze Virginia state individual income tax returns for accuracy and compliance with state tax laws
• Determine taxpayer liability through various audit programs based on federal and state tax information
• Communicate with taxpayers, review tax liabilities, and educate taxpayers on filing procedures and regulations
• Prepare and submit all reports completely, accurately, and timely
• Manage caseload to ensure customer service levels are high
• May be required to perform other duties as assigned

Minimum Qualifications

General knowledge of federal and Virginia tax laws and forms with a concentration in individual income tax

Experience preparing, reviewing, or examining individual income tax returns at the state or federal level

Document work accurately, manage assigned cases and deadlines, and work independently and with a team of colleagues.

Communicate findings clearly and professionally, both in writing and when speaking with taxpayers.

Use electronic records, email, and spreadsheets to complete and track work.

Handle confidential taxpayer information in compliance with all organizational policies and procedures as well as state laws and regulations.

Ability to prioritize duties and handle multiple tasks while maintaining customer focus in a fast-paced environment

Experience with case-management systems or spreadsheet functions used to organize and analyze records.

Experience using a Windows-based computer and Microsoft Office Suite

Experience handling large call volumes while maintaining high customer service levels

Additional Considerations

Working knowledge of accounting and audit terminology, techniques, and formal theory of accounting

Experience researching tax or other regulatory requirements and reconciling discrepancies in financial records.

Benefits

• Job stability and quality of life! Enjoy your work/life balance with flexible schedule options and up to two days of telework per week.
• 12 Paid State holidays on top of vacation, sick, volunteer, and personal leave!
• Comprehensive and affordable health benefits.
• Got student loans? You may be eligible for the Public Service Loan Forgiveness program.
• Participation in the Virginia Retirement System, VA 457 Deferred Comp, and more.

At Virginia Tax… We are dedicated, resourceful individuals who strive to exceed our customers’ expectations. Not only do we serve the public, we are the public. We are a part of a community that cares about and celebrates each other, who promote opportunities for growth within a stable environment, and support a healthy work-life balance.

What we do matters. So do you.

If selected, we will train you and provide you the opportunity to grow and expand your knowledge and skills.

After training, this position is eligible for a hybrid telework schedule which consists of two telework days per week at home and three days in the office based on internet availability and speed.

This position is located in our Central Office in downtown Richmond, Virginia.

Working hours are Monday through Friday from 8:30am to 5:15pm.

The salary range for this role is $45,739 - $51,500, commensurate with knowledge, skill and experience.

As a condition of employment, all employees must reside within 50 miles of their assigned Virginia Tax office, regardless of whether the position is onsite, hybrid, or approved for remote work. Employees must be able to report to their assigned office as required for training, meetings, operational needs, or other business purposes.

Special Instructions

All Virginia Tax employees must be current with filing their tax returns ensuring they were filed in compliance with established laws, rules and regulations.

Selected candidate(s) will be required to consent to and successfully pass a background investigation which includes fingerprint-based criminal history, tax compliance, and DMV driving record (if applicable) checks.

The selected candidate will be prohibited from performing tax or accounting services for compensation during or outside business hours.

It is the policy of the Commonwealth that all aspects of human resource management be conducted without regard to race (or traits historically associated with race including hair texture, hair type, and protective hairstyles such as braids, locks, and twists); sex; color; national origin; religion; sexual orientation; gender identity or expression; age; veteran status; political affiliation; disability; genetic information; and pregnancy, childbirth, or related medical conditions. Virginia Tax also prohibits retaliation against individuals who raise concerns regarding discrimination, participate in an investigation or complaint process, or otherwise exercise rights protected by law.

Virginia Tax is committed to providing equal opportunity to disabled individuals and willing to provide reasonable accommodations to enhance opportunities for individuals with disabilities. Reasonable accommodations are available to applicants with disabilities, if requested, during the application and/or interview process. If accommodations are needed, please contact Human Resources at [phone].

Virginia Tax participates in E-verify.

Consideration for an interview is based solely on the information within the application.

Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.

Contact Information

Name: Virginia Tax Talent Acquisition Team

Phone: [phone]

Email: [e-mail]